IMMANUEL LUTHERAN CHURCH ENDOWMENT FOUNDATION INC (EIN 237016862) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

RONALD PERKINS

Phone

6082575401

Tax Period

2024-01-01 to 2024-12-31

IMMANUEL LUTHERAN CHURCH ENDOWMENT FOUNDATION INC, founded in 1969, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 18% operating deficit.

Mission

SUPPORTING ORGANIZATION OF IMMANUEL LUTHERAN CHURCH IN MADISON, WISCONSIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,050

Program Service Revenue $0

Investment Income $61,807

Other Revenue $0

TOTAL REVENUE $76,857

Expense Breakdown

Grants Paid $81,313

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,313

Other Expenses $9,248

TOTAL EXPENSES $90,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,857	$101,878	-0.2%
Expenses	$90,561	$62,682	+0.4%
Net Income	$-13,704	$39,196	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD PERKINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY BORCHERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF FEDOROWICZ	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK IWEN	TRUSTEE	1.00	Director	$0	$0	$0
ANGELIKA PAUL	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE PERKINS	SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$76,857	$90,561	$1,751,042	$-13,704
2023	$101,878	$62,682	$1,165,015	$39,196
2022	$253,076	$81,296	$1,125,819	$171,780
2021	$206,909	$256,080	$954,039	$-49,171
2020	$199,437	$31,128	$1,003,210	$168,309
2019	$101,398	$25,912	$834,901	$75,486
2018	$137,507	$25,651	$759,915	$111,856

IMMANUEL LUTHERAN CHURCH ENDOWMENT FOUNDATION INC